News to Note Archives | CPA Advisory Group

Harris’ economic policies expected to largely mirror Biden’s, analysts say

Jul 24, 2024 | News to Note

From USA Today – By Paul Davidson – Vice President Kamala Harris would largely adopt President Biden’s economic blueprint on major issues such as taxes, trade and immigration if she becomes the Democratic presidential nominee, despite her previous views that leaned...

Roth conversion ladder can save on taxes, unlock retirement funds early

Jul 10, 2024 | News to Note

From CNBC – By Kate Dore – A Roth conversion ladder is a multiyear strategy to transfer pretax funds to a Roth IRA to kickstart future tax-free growth. You’ll owe upfront levies on the converted balance, but there is no 10% early withdrawal penalty after five...

FinCEN warns of fraudsters using BOI Reports in scam attempts

Jul 3, 2024 | News to Note

The Financial Crimes Enforcement Network, the division of the US Treasury Department responsible for collecting new Beneficial Ownership Information reports from many companies in the United States, has issued an alert about potential scams involving the new...

Taxpayers who would be affected by the IRS loophole-closing plan

Jun 26, 2024 | News to Note

From the AS USA/MSN — By Oliver Povey — The US Department of the Treasury and the Internal Revenue Service (IRS) have announced a new regulatory initiative to close a major tax loophole exploited by large, complex partnerships. This initiative is part of ongoing...

Plan for new accounting rules on software costs moves forward

Jun 19, 2024 | News to Note

From the Wall Street Journal — By Mark Maurer — U.S. companies may need to report cash amounts tied to their software expenditures, more of which would be moved off corporate balance sheets under a forthcoming proposal to update decades-old accounting rules. The...

Tax scam and consumer alerts from the IRS

Jun 5, 2024 | News to Note

From the Internal Revenue Service (IRS) — Thousands of people have lost millions of dollars and their personal information to tax scams. Scammers use the regular mail, telephone and email to set up individuals, businesses, payroll and tax professionals. The...

Harris’ economic policies expected to largely mirror Biden’s, analysts say

Roth conversion ladder can save on taxes, unlock retirement funds early

FinCEN warns of fraudsters using BOI Reports in scam attempts

Taxpayers who would be affected by the IRS loophole-closing plan

Plan for new accounting rules on software costs moves forward

Tax scam and consumer alerts from the IRS

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